How to Complete the Admin Items for a Successful Fundraiser

Before launching your fundraiser, it’s essential to complete a few administrative tasks. These steps ensure you can accept transactions, receive payouts, and (optionally) send tax receipts automatically to your donors.

Required Admin Tasks

• Complete Your Organization Profile
  Fill in all required fields such as legal name, contact info, and tax number to remain compliant and enable tax receipting.

• Add Your Banking Details
  Connect your organization’s bank account so you can receive automatic payouts via Stripe Connect.

• (Optional) Create and Enable a Tax Receipt Template
  Set up a template to automatically issue tax receipts when donations or payments are completed.

Here at Trellis, our goal is to make your fundraising experience as smooth as possible by reducing repetitive admin work. Once these tasks are complete, you’ll be set up for automated functionality and a seamless donor experience.

Next up: Setting up your fundraiser drivers (like tickets, donations, raffles, and auctions) to power your campaign.

NEXT

To set up your fundraiser drivers, click Next above